Melissa Coppage (CRD# 3024246) is an Investment Advisor Representative working at Avantax Advisory Services in South Milwaukee, WI and has over 25 years of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wisconsin Athletic Club | Waueatosa, WI | Jul 2023 - Current | < 1 |
| Db Wehring Wealth LLC | South Milwaukee, WI | Jan 2023 - Current | 1 |
| Avantax Advisory Services | South Milwaukee, WI | Oct 2021 - Current | 2 |
| Avantax Insurance Agency, LLC | South Milwaukee, WI | Oct 2021 - Current | 2 |
| Avantax Investment Services, Inc. | South Milwaukee, WI | Oct 2021 - Current | 2 |
| Sunrae Financial LLC | Wauwatosa, WI | Dec 2018 - Current | 5 |
| Brooke Gyms | Brookfield, WI | Sep 2016 - Current | 7 |
| Melissa & Richard Coppage LLC | Wauwatosa, WI | Jul 2016 - Current | 7 |
| Jack Schroeder & Associates, LLC | De Pere, WI | Sep 1997 - Current | 26 |
| Royal Alliance Associates, Inc. | Brookfield, WI | Nov 2018 - Oct 2021 | 2 |
| Signator Investors, Inc. | Brookfield, WI | Feb 1998 - Nov 2018 | 20 |
| John Hancock Mutual Life Insurance Company | Brookfield, WI | Nov 1996 - Nov 2018 | 22 |
| Air Force Reserve | Milwaukee, WI | Feb 1995 - Aug 2015 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1998 |
- WI
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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